Tag Archives: exploration

What is Algebra?

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About 8 months ago I wrote about Analysis:

Thus, algebraic approximations produced the algebra of inequalities. The application of Algebra of inequalities lead to concept of Approximations in Calculus.

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You may have seen/heard this quote several times…

Now the time has come to understand the term “Algebra” itself, which has very rich history and dynamic present. I will use following classification (influenced by Shreeram Abhyankar) of algebra in 3 levels:

  1. High School Algebra (HSA)
  2. College Algebra (CA)
  3. University Algebra (UA)

HSA (8th Century – 16th Century) is all about learning tricks and manipulations to solve mensuration problems which involve solving linear, quadratic and “special” cubic equations for real (or rational) numbers. This level was developed by Muḥammad ibn Mūsā al-KhwārizmīThābit ibn QurraOmar KhayyámLeonardo Pisano (Fibonacci)Maestro Dardi of PisaScipione del FerroNiccolò Fontana (Tartaglia)Gerolamo CardanoLodovico Ferrari and Rafael Bombelli.

CA (18th Century – 19th Century) is commonly known as abstract algebra. Its development was motivated by the failure of HSA to solve the general equations of degree higher than the fourth and later on the study of symmetry of equations, geometric objects, etc. became one of the central topics of interest. In this we study properties of various algebraic structures like fields, linear spaces, groups, rings and modules. This level was developed by Joseph-Louis LagrangePaolo RuffiniPietro Abbati MarescottiNiels AbelÉvariste GaloisAugustin-Louis Cauchy Arthur CayleyLudwig SylowCamille JordanOtto HölderCarl Friedrich GaussLeonhard EulerWilliam Rowan Hamilton, Hermann GrassmannHeinrich Weber Emmy Noether and Abraham Fraenkel .

UA (19th Century – present) has derived its motivations from many diverse subjects of study in mathematics like Number Theory, Geometry and Analysis.  In this level of study, the term “algebra” itself has a different meaning

An algebra over a field is a vector space (a module over a field) equipped with a bilinear product.

and topics are named like Commutative Algebra, Lie  Algebra and so on. This level was initially developed by Benjamin Peirce,  Georg FrobeniusRichard DedekindKarl WeierstrassÉlie CartanTheodor MolienSophus LieJoseph WedderburnMax NoetherLeopold Kronecker,  David HilbertFrancis Macaulay,  Emanuel LaskerJames Joseph SylvesterPaul Gordan, Emil ArtinKurt HenselErnst SteinitzOtto Schreier ….

Since algebra happens to be a fast developing research area, the above classification is valid only for this moment. Also note that, though Emmy Noether was daughter of Max Noether I have included the contributions of Emmy in CA and those of Max in UA. The list of contributors is not exhaustive.

References:

[1] van der Waerden, B. L.  A history of algebra. Berlin and Heidelberg: Springer-Verlag, 1985. doi: 10.1007/978-3-642-51599-6

[2] Kleiner, I.  A History of Abstract Algebra. Boston : Birkhäuser, 2007. doi: 10.1007/978-0-8176-4685-1

[3] Burns, J. E. “The Foundation Period in the History of Group Theory.” American Mathematical Monthly 20, (1913), 141-148.  doi: 10.2307/2972411

What is Analysis?

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I do not know how to re-produce proofs in Analysis exams, but in this post I will try to know why we study Analysis. Most of us believe that Analysis is same as rigorous Calculus. Also, what makes Mathematics different from Physics is the “rigour”. But, why mathematicians worry so much about rigour? To understand answers of this question one need to understand, what is called “Analysis” in mathematics?

A standard definition of Analysis is (as in [R]):

Analysis is the systematic study of real and complex-valued continuous functions.

The above definition tells us what we will achieve by application of our understanding of Analysis, but this doesn’t explains what “Analysis” itself is.

Clearly, analysis has its roots in calculus. Newton and Leibniz defined differentiation and integration without bothering about definition of limit. Euler found correct value of limit of various infinite series by implicitly assuming “Algebra of infinite series”, which doesn’t exist! I myself used the commutativity of addition of real numbers for the terms in infinite series by assuming “Algebra of infinite series”!! Great mathematicians like Euler, Laplace etc. who even solved differential equations never bothered to think about foundations of calculus because they studied only real variable functions arising from physical problems and series which are power series.

Though without bothering about foundations, we could easily (intuitively) arrive at correct answers due to deep insights (of great mathematicians) but it became extremely difficult to teach such “deep insight” based mathematics to students. Without sense of rigour it became difficult to prove our claims for general cases (like the difference between point-wise continuity and uniform continuity).
This lead to a belief that:

Calculus (and thus Mathematics) is as good as theory of ghosts i.e. without any basis.

Also it became impossible for mathematicians to apply techniques of calculus beyond physical situations i.e. generalization of concepts was not possible.

To get rid of such allegations, Lagrange suggested that the only way to make calculus rigorous is to reduce it to Algebra (since algebra has inherent power of generalization). To illustrate this he defines derivative of a real function, f'(x) as coefficient of the linear term in h in Taylor series expansion for f(x+h). Again this was wrong without consideration of limits and convergence, since there is no “Algebra of infinite series”!!! But this idea of using Algebra to make calculus rigorous was successfully realized by Cauchy, he used “Algebra of Inequalities” (but he also implicitly assumed the completeness property of real numbers) by introducing \epsilon and \delta (though not explicitly, but in words).

How “Algebra of Inequalities” became technique to create “rigorous calculus”, which we know as “Analysis” ? One main part of calculus was “Approximations”, i.e. to compute an upper bound on the error in the approximation — that is, the difference between the sum of the series and the n^{th} partial sum. Thus the “Tool of Approximation” was transformed to “tool of rigour”.

Initially, integral was thought as inverse of differential. But sometimes the inverse could not be computed exactly, so Euler remarked that the integral could be approximated as closely as one liked by a sum (also the geometric picture of an area being approximated by rectangles). Again, we got better definition of integral by work done by various mathematicians to approximate the values of definite integrals. Poisson, was interested in complex integration and was concerned about behaviour and existence of integrals. He stated and proved  “The fundamental proposition of the theory of definite integrals”. He proved it by using an inequality-result: the Taylor series with remainder. This was the first attempt to prove the equivalence of the antiderivative and limit-of-sums conceptions of the integral. But, Poission implicitly assumes the existence of antiderivatives and bounded first derivatives for f on the given interval, thus the proof assumes that the subintervals on which the sum is taken are all equal. Again, Cauchy added rigour to Poisson’s proof.

Since most algebraic formulas hold only under certain conditions, and for certain values of the quantities they contain, one could not assume that what worked for finite expressions automatically worked for infinite ones. Also,  just because there was an operation called “taking a derivative” did not mean that the inverse of that operation always produced a result. The existence of the definite integral had to be proved. Borrowing from Lagrange the mean value theorem for integrals, Cauchy finally proved the “Fundamental Theorem of Calculus”.

Thus, algebraic approximations produced the algebra of inequalities. The application of Algebra of inequalities lead to concept of Approximations in Calculus. The concept of approximations in calculus in turn lead to 3 key concepts : “error bounds for series” (d’Alembert), “inequalities about derivatives” (Lagrange) and “approximations to integrals” (Euler). I believe that, these three concepts combined with rigour lead to what we call “Analysis” in Mathematics.

The subject of analysis itself consists of 4 main flavours:

  • Real Analysis
  • Complex Analysis
  • Functional Analysis
  • Harmonic Analysis

with the generalization of basic tools in terms of measure theory (leading to generalization of integration) and calculus of several variables.  For example, the differentiation of a several variable function f: \Omega \to \mathbb{R}^m where \Omega \subset \mathbb{R}^n leads to a linear transformation from \mathbb{R}^n to \mathbb{R}^m (or equivalently, an m\times n matrix with real values entries) instead of a real number with norm of limiting value in denominator. Also, we can generalize the concept of Taylor series for several variable functions using the notion of “partial derivatives” as

\displaystyle{T(x_1,\ldots,x_d)  = \sum_{n_1=0}^\infty \cdots \sum_{n_d = 0}^\infty  \frac{(x_1-a_1)^{n_1}\cdots (x_d-a_d)^{n_d}}{n_1!\cdots n_d!}\,\left(\frac{\partial^{n_1 + \cdots + n_d}f}{\partial x_1^{n_1}\cdots \partial x_d^{n_d}}\right)(a_1,\ldots,a_d) }

Using the “change of variable theorem” we can evaluate integrals of several variable functions over a “cell” by evaluating multiple integrals. Finally, using the concept of “differential forms”originating from geometry,  we can prove Stokes’ theorem, of which “fundamental theorem of calculus” turns out to be a special case (among many other important theorems like Green’s theorem and Divergence theorem).

References:
[G] J V Grabiner, “Who Gave You the Epsilon? Cauchy and the Origins of Rigorous Calculus”, American Mathematical Monthly 90 (1983), 185–194

[R] John Renze and Eric W. Weisstein, “Analysis.” From MathWorld–A Wolfram Web Resource. http://mathworld.wolfram.com/Analysis.html

[S] Ian Stewart,  “analysis | mathematics”. Encyclopedia Britannica.
http://www.britannica.com/topic/analysis-mathematics

[X] Mathematical analysis. Encyclopedia of Mathematics. URL: http://www.encyclopediaofmath.org/index.php?title=Mathematical_analysis&oldid=31489

[SM] Maurice Sion, History of measure theory in the twentieth century, www.math.ubc.ca/~marcus/Math507420/Math507420hist.pdf

[H] Barbara Hubbard and John H. Hubbard, “Vector Calculus, Linear Algebra, and Differential Forms: A Unified Approach”, Prentice Hall .